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    Financial Advisor - Birmingham, United States - The Piedmont Group

    The Piedmont Group
    The Piedmont Group Birmingham, United States

    2 weeks ago

    Default job background
    Description
    Local, experienced advisors have joined this location to elevate their practice. Are you next? Apply & explore The Piedmont Group MassMutual.

    As a non-captive agency, The Piedmont Group serves advisors who are focused on building and flourishing, as business owners.

    TPG is comprised of over 100 advisors who, either started with our agency or joined us from a competing firm in order to grow their practice.

    This position molds career changers, college grads, & industry professionals, into seasoned financial advisors. In this recruiting process, you will meet a wide variety of financial professionals who have transitioned to TPG. We are looking to grow, are you?


    Responsibilities


    • Develop and deliver risk management strategies for each customer based on their risk profile
    • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
    • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances

    Qualifications


    • You must either have U.S. Citizenship or a Green Card & live in the United States
    • Previous sales or industry experience is preferred
    • Life and Health License, SIE, & 7 required by 6 months of hire
    • High school diploma mandatory; four-year undergraduate degree strongly preferred
    • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
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